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Torrid Holdings Inc. (CURV) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Torrid Holdings reported Q4 2025 earnings with a narrower-than-expected loss of $0.08 per share, beating estimates by $0.05 despite ongoing profitability challenges. Revenue declined 14.3% year-over-year to $236.17 million but exceeded projections by $5.06 million, signaling weaker demand amid cost controls. CEO Lisa Harper and CFO Paula Dempsey led the March 19, 2026, call, highlighting strategic shifts to stabilize performance amid macroeconomic pressures. Analysts from Goldman Sachs, BTIG, and Jefferies questioned growth strategies, inventory management, and 2026 outlook during the Q&A session. The company issued forward-looking guidance with caution, citing risks like consumer spending volatility and supply chain disruptions.
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SA Transcripts159.06K FollowersFollow5ShareSaveCommentsQ4: 2026-03-19 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of -$0.08 beats by $0.05 | Revenue of $236.17M (-14.30% Y/Y) beats by $5.06M Torrid Holdings Inc. (CURV) Q4 2025 Earnings Call March 19, 2026 4:30 PM EDT Company Participants Chinwe Abaelu - Senior VP, Chief Accounting Officer & Principal Financial OfficerLisa Harper - CEO & DirectorPaula Dempsey - Executive VP & CFOAshlee Wheeler - Executive VP and Chief Strategy & Planning Officer Conference Call Participants Janine Hoffman Stichter - BTIG, LLC, Research DivisionDana Telsey - Telsey Advisory Group LLCBrooke Roach - Goldman Sachs Group, Inc., Research DivisionCorey Tarlowe - Jefferies LLC, Research DivisionDylan Carden - William Blair & Company L.L.C., Research Division Presentation Operator Greetings. Welcome to Torrid Holdings Fourth Quarter Fiscal 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to Chinwe Abaelu. Thank you, and you may begin. Chinwe AbaeluSenior VP, Chief Accounting Officer & Principal Financial Officer Good afternoon, everyone, and thank you joining Torrid's call today to discuss our financial results for the fourth quarter and full year of fiscal 2025, which we released this afternoon, and can be found on our website at investors.torrid.com. With me today on the call are Lisa Harper, Chief Executive Officer; and Paula Dempsey, Chief Financial Officer. Ashlee Wheeler, our Chief Strategy and Planning Officer, is also present and will be participating in the Q&A session. Before we get started, I would like to remind you of the company's safe harbor language, which I'm sure you're familiar with. Management may make forward-looking statements, including guidance and underlying assumptions. Forward-looking statements may include, but are not limited to, statements containing the words expect, believe, plan, anticipate, will, may, should, estimate and other words and terms of similar meaning. All forward-looking statements are based on current expectations and assumptions as of today, March 19, 2026. These statements are subject to risks and uncertainties that could cause actual results to differ materially.

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